Onboarding Exclaimer for Server-Side (Microsoft 365)

To access the Server-Side onboarding options:

1. Log into your Exclaimer account and launch your subscription.
   
   
2. From the menu pane, expand Configuration, then select Connect to Microsoft 365.
   
   NOTE: If you have not yet configured any options, then the Connect to Microsoft 365 screen will appear automatically after you log in.
   
   
   _{Server-Side onboarding}

If you have not configured your subscription to use Server-Side signatures, the dashboard status will display Not connected.

_{Server-Side dashboard status: Not connected.}

To configure Server-Side signatures:

1. Select CONNECT. Sign in to Microsoft 365 as a Global Administrator.
   
   
2. This displays a permissions request for Exclaimer to read your Azure AD data. Select Accept.
   
   
   _{Permissions request for Exclaimer to read Azure AD data.}
   
   The Authorization Successful message is displayed.
   
   Once Exclaimer is authorized to read user data from the Azure AD/Microsoft 365 directory to an Exclaimer Signatures database to apply to the email signatures, the synchronization process starts.
   
   
3. Select which members of your organization you wish to synchronize with Exclaimer: 
   EITHER:
   
   Select All Users (recommended) to synchronize the contact details of all members of your organization with Exclaimer.
   OR
   Select Group to synchronize a mail-enabled security group from the existing Azure AD groups.
   
   
   _{Select which members of your organization you wish to synchronize with Exclaimer.}
   
   
4. Select CONTINUE.
   
   

5. Select which users to configure the mail routing for.

   EITHER:
   
   Select All users to configure the mail flow rule in Exchange Online with the condition "Sender is inside the organization".

   OR

   Select Group to configure the mail flow rule in Exchange Online with the condition "Sender is inside the organization" and "Sender is a member of the group".
   
   In the text box, enter a mail-enabled security group and select your group from the predictive text options given.

   NOTE:
   - Only mail-enabled security groups are supported.
   
   - This feature allows IT Admins to sync only specific mail-enabled Azure AD groups with Exclaimer. Select this option if you do not wish to synchronize every user.
   WARNING! If the Group option is selected then all user data for people outside this group will be removed from the database.

   
   
   _{Select for which members of your organization you wish to alter the mail flow.}
   
   

6. Select the copy icon to copy the code from the screen, then select AUTHORIZE.
   
   
   _{Copy the code, then select Authorize.}
   
   
7. Log in as a Global Administrator. This opens the Permissions requested window. Select Accept.
   
   
   _{Permissions request for Exclaimer to connect to Microsoft 365.}
   
   
8. In the Enter Code window, paste the code you copied previously, then select Next.
   
   
   _{Paste the code here.}
   
   
9. Select the required Microsoft account to connect to.
   
   
   _{Select Microsoft account.}
   
   
10. Confirm you are trying to sign in to Microsoft Exchange Online Remote Powershell. Select Continue to proceed.
    
    NOTE: Exclaimer uses Powershell to add send and receive connectors, set up required mail flow rules, and add required IP addresses to the connection filter. No scripts are needed for users and this process cannot be manually configured. This process is completed automatically by selecting Continue.
    
    
    _{Confirm sign in to Microsoft Exchange Online Remote Powershell.}
    
    
11. Wait for the configuration process to complete. The dashboard status displays In progress.
    
    
    _{Mail routing in progress.}
    
    After a successful onboarding, the dashboard status of the Server-Side configuration changes to Connected.
    
    
    _{Server-Side dashboard status: Connected.}
    
    
12. Select Re-connect to make changes to the onboarding settings.